Meet the Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.

Ryan Tristan Chiu

 Digital Media & Software Developer

Pauline Shum Nolan, PhD

Co-Founder & CEO

Simiao Zhou, PhD, CFA

Director of Research &

Senior Software Developer

Jasmin Kassas, iBBA

Projects & Marketing

Magda Kajo

Digital Marketing and Sales Associate

Ryan Tristan Chiu, BAH

Software Developer & Digital Media

Michelle Gong

Full-Stack Software Developer 

Pauline Shum Nolan, PhD

Founder & CEO

Eddie Wang, MSc

Front-end Software Developer

Bruce Seago, MBA

CFO & Business Strategy

Preet Banerjee, MSc

Director & Partner


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